Schedule a Report

A report can be scheduled to run one time or on a recurring basis. You can specify one or more recipients to receive the Report Job after it runs.

Navigation:Main Menu > Dataviews & Reports > Report Library > Reporting Jobs > Schedule Report

In the Select Report slider panel, expand a section and then select a report.
Select the Select button.
The Reporting Jobs panel appears.
In the Scheduled Report Request Name field, enter a name for the report job.
In the Report Parameters section, select the applicable parameters.
Note that some of the parameters are specific to the report selected.
In the Schedule section, select the schedule parameters. Do one of the following:
- Select the One-Time Schedule radio button and then select the Calendar icon at the Report Date field to select a run date.
- Select the Recurring Scheduled Run radio button, select the Calendar icon at the Recurrence field to select schedule parameters, and then select Apply.
In the Run As and Report Recipients sections, search and select a name to receive the report as scheduled. Use this to schedule reports for others.
(Optional) Select the checkbox Send as Email Attachment to send the report to the recipients' email address.
Note Data in a report will be visible to any of the recipients as an email attachment, even if the user does not have access to this information. Use caution when sending report data to others.
Select Schedule Report.
A confirmation message appears.
Select My Reports to return to the Report Library.

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